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Difference between revisions of "Display Styles"

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Display Styles visually enhance the user experience, providing the ability to configure [[Form Layouts]] into optional sections and related information - users can then focus on data entry or access to information. Customize Display Styles to match the action (when Viewing, Adding or Editing a record) or define how to view Related information.
Display Styles visually enhance the user experience, providing the ability to configure [[Forms]] into optional sections and related information - users can then focus on data entry or access to information. Customize Display Styles to match the action (when Viewing, Adding or Editing a record) or define how to view Related information.


==Available Display Styles ==
==Available Display Styles ==
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*Display Styles are available in any {{Type|}} Β 
*Display Styles are available in any {{Type|}} Β 
*Only [[#Sectional|Sectional]] or [[#Horizontal Tabbed|Horizontal Tabbed]] Display Styles are available for CRM Objects
*Only [[#Sectional|Sectional]] or [[#Horizontal Tabbed|Horizontal Tabbed]] Display Styles are available for CRM Objects
:*At this time, only [[#Sectional|Sectional]] Display Styles are available in the [[Related Information]] section of the [[Projects]] object
*By default, all [[Forms]] use the [[#Sectional|Sectional]] Display Style
*By default, all [[Form Layouts]] use the [[#Sectional|Sectional]] Display Style
*Display Styles can be assigned based on actions
*Display Styles can be assigned based on actions
*Display Styles are created via [[Form Layouts]]
*Display Styles are created via [[Forms]]


===Sectional===
===Sectional===
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*This is the default display style Β 
*This is the default display style Β 
|}
|}
===Accordion Layout===
{| border="0" cellpadding="5" cellspacing="0"
|-valign="top"
|[[File:accordion.gif|none|thumb|Accordion]]
|
*Each section is expanded (like an accordion) when the section heading is clicked
*In add and edit modes, you can advance to the next section by clicking the Continue button
*One section can be open at any time
|}
<!--
===Full Accordion===
{| border="0" cellpadding="5" cellspacing="0"
|-valign="top"
|[[File:Fullaccordion-edit.gif|none|thumb|Full Accordion]]
|
*Each section is expanded (like an accordion) when the section heading is clicked
*Sections can be viewed in any order, by clicking on the section heading
*Click the [Continue] button to move to the next section
*One section can be open at any time
*Details of each section are displayed in the sidebar
|}
===Conditional Accordion===
{| border="0" cellpadding="5" cellspacing="0"
|-valign="top"
|[[File:Conditionalaccordion.gif|none|thumb|Conditional Accordion]]
|
*Each section is expanded (like an accordion) when the section heading is clicked
*Sections must be viewed in order, first to last, by clicking the [Continue] button
*One section can be open at any time
*Details of each section are displayed in the sidebar
*To get to a previous section, click the first (top) section heading
|}
-->


===Horizontal Tabbed===
===Horizontal Tabbed===
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*Navigate to sections by clicking on a tab Β 
*Navigate to sections by clicking on a tab Β 
|}
|}
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{{#ifeq: {{SKIN}} | HD |
| <!-- LJ Apps -->
===Wizard===
===Wizard===
{| border="0" cellpadding="5" cellspacing="0"
{| border="0" cellpadding="5" cellspacing="0"
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*Displays a single section at a time
*Displays a single section at a time
*Navigate to sections by clicking the [Previous] or [Next] buttons Β 
*Navigate to sections by clicking the [Previous] or [Next] buttons Β 
*Available when adding or editing a record (not when viewing)
|}
|}
===Vertical Tabbed===
{| border="0" cellpadding="5" cellspacing="0"
|-valign="top"
|[[File:Verticaltabbed.gif|none|thumb|Vertical Tabbed]]
|
*Displays sections as vertical tabs
*Information in the first section (top section of the [[Form Layout]]) persists in each tab
*Navigate to sections by clicking on a tab
*Sections containing required fields are highlighted with an asterisk (<tt>*</tt>)


'''Note:''' In Views, Related Information is displayed as vertical tabs, Quick Links are not displayed
'''Note:''' In Views, Related Information is displayed as vertical tabs, Quick Links are not displayed
|}
|}
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}}
==Available Display Styles/Action Combinations==
{| border="1" cellpadding="5" cellspacing="0"
!When...
!Choose one of these formats...
|-
|width="25%"|Viewing a Record
|
*[[#Sectional|Sectional]]
*[[#Horizontal Tabbed|Horizontal Tabbed]]
*[[#Accordion Layout|Accordion Layout]]
*[[#Vertical Tabbed|Vertical Tabbed]] (Related Information is displayed as vertical tabs, Quick Links are not displayed)
|-
|Adding a Record
|
*[[#Sectional|Sectional]]
*[[#Horizontal Tabbed|Horizontal Tabbed]]
*[[#Accordion Layout|Accordion Layout]]
<!--
*[[#Conditional Accordion|Conditional Accordion]]
-->
*[[#Wizard|Wizard]]
*[[#Vertical Tabbed|Vertical Tabbed]]
|-
|Editing a Record
|
*[[#Sectional|Sectional]]
*[[#Horizontal Tabbed|Horizontal Tabbed]]
*[[#Accordion Layout|Accordion Layout]]
<!--
*[[#Conditional Accordion|Conditional Accordion]]
-->
*[[#Wizard|Wizard]]
*[[#Vertical Tabbed|Vertical Tabbed]]
|-
|Viewing Related Information in a Record
|
*[[#Sectional|Sectional]]
*[[#Horizontal Tabbed|Horizontal Tabbed]]
|}

Latest revision as of 19:09, 29 March 2013

Display Styles visually enhance the user experience, providing the ability to configure Forms into optional sections and related information - users can then focus on data entry or access to information. Customize Display Styles to match the action (when Viewing, Adding or Editing a record) or define how to view Related information.

Available Display Styles

The following examples describe how these Display Styles can be used.

Considerations

Sectional

Sectional
  • Displays the Basic Information, followed by Related Information sections in a full page
  • This is the default display style

Horizontal Tabbed

Horizontal Tabbed
  • Displays sections as horizontal tabs
  • Navigate to sections by clicking on a tab